Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$295K Hold
2025
Q1
$333K Hold
2024
Q4
$282K Hold
2024
Q3
$313K Hold
2024
Q2
$272K Hold
2024
Q1
$289K Hold
2023
Q4
$246K Sell
2023
Q3
$243K Hold
2023
Q2
$220K Hold
2023
Q1
$260K Buy
2022
Q4
$251K Buy